Big Sur Wealth Management LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Big Sur Wealth Management LLC

  • $378 Million
  • Q2 2025

A detailed history of Big Sur Wealth Management LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 14,599 shares of BRKB stock, worth $0. This represents 1.88% of its overall portfolio holdings.

Number of Shares
14,599
Previous 11,894 22.74%
Holding current value
$0
Previous $6.33 Million 11.95%
% of portfolio
1.88%
Previous 1.78%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
N/A
2,705 Added 22.74%
14,599 $7.09 Million
Q1 2025

Apr 16, 2025
BUY
N/A
454 Added 3.97%
11,894 $6.33 Million
Q4 2024

Jan 16, 2025
SELL
N/A
-1,450 Reduced 11.25%
11,440 $5.19 Million
Q3 2024

Oct 16, 2024
BUY
N/A
1,905 Added 17.34%
12,890 $5.93 Million
Q1 2024

May 21, 2024
BUY
N/A
2,970 Added 37.06%
10,985 $4.62 Million
Q4 2023

Feb 12, 2024
BUY
N/A
300 Added 3.89%
8,015 $2.86 Million
Q3 2023

Nov 13, 2023
SELL
N/A
-420 Reduced 5.16%
7,715 $2.7 Million
Q2 2023

Aug 14, 2023
SELL
N/A
-2,900 Reduced 26.28%
8,135 $2.77 Million
Q1 2023

May 12, 2023
SELL
N/A
-900 Reduced 7.54%
11,035 $3.41 Million
Q4 2022

Feb 09, 2023
SELL
N/A
-500 Reduced 4.02%
11,935 $3.69 Million
Q3 2022

Nov 08, 2022
BUY
N/A
1,575 Added 14.5%
12,435 $3.32 Million
Q2 2022

Aug 10, 2022
SELL
N/A
-300 Reduced 2.69%
10,860 $2.97 Million
Q1 2022

May 05, 2022
BUY
N/A
2,800 Added 33.49%
11,160 $3.94 Million
Q4 2021

Feb 07, 2022
BUY
N/A
2,000 Added 31.45%
8,360 $2.5 Million
Q3 2021

Nov 01, 2021
SELL
N/A
-700 Reduced 9.92%
6,360 $1.74 Million
Q2 2021

Jul 29, 2021
SELL
N/A
-115 Reduced 1.6%
7,060 $1.96 Million
Q1 2021

May 06, 2021
BUY
N/A
1,200 Added 20.08%
7,175 $1.83 Million
Q3 2020

Oct 30, 2020
SELL
N/A
-751 Reduced 11.17%
5,975 $1.27 Million
Q1 2020

May 05, 2020
BUY
N/A
4,700 Added 231.98%
6,726 $1.23 Million
Q2 2019

Jul 05, 2019
BUY
N/A
230 Added 12.81%
2,026 $435,000
Q1 2019

Apr 05, 2019
BUY
N/A
1,796 New
1,796 $361,000
Q3 2018

Oct 23, 2018
SELL
N/A
-1,263 Closed
0 $0
Q1 2018

May 03, 2018
BUY
N/A
1,263 New
1,263 $252,000
Q3 2017

Nov 02, 2017
SELL
N/A
-1,138 Closed
0 $0
Q2 2017

Aug 14, 2017
BUY
N/A
1,138
1,138 $203,000

Others Institutions Holding BRKB

# of Institutions
85
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
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